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5,814 hedge funds and large institutions have $2.69T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 237 funds opening new positions, 2,576 increasing their positions, 2,610 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 237 | Existing positions closed: 107

33% more capital invested

Capital invested by funds: $2.02T → $2.69T (+$670B)

26% more call options, than puts

Call options by funds: $57.8B | Put options by funds: $45.7B

11% more funds holding in top 10

Funds holding in top 10: 2,8363,153 (+317)

1% more funds holding

Funds holding: 5,7645,814 (+50)

0.06% more ownership

Funds ownership: 72.37%72.43% (+0.06%)

1% less repeat investments, than reductions

Existing positions increased: 2,576 | Existing positions reduced: 2,610

Holders
5,814
Holders Change
+50
Holders Change %
+0.87%
% of All Funds
76.55%
Holding in Top 10
3,153
Holding in Top 10 Change
+317
Holding in Top 10 Change %
+11.18%
% of All Funds
41.51%
New
237
Increased
2,576
Reduced
2,610
Closed
107
Calls
$57.8B
Puts
$45.7B
Net Calls
+$12.1B
Net Calls Change
+$11.9B
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
4476
Pacific Capital Wealth Advisors
California
$2.25M -$773K -1,781 -28%
FF
4477
Francis Financial
$2.25M -$267K -615 -12%
CPW
4478
Catalyst Private Wealth
California
$2.24M +$43.9K +101 +2%
OC
4479
OxenFree Capital
Florida
$2.24M -$3.04K -7 -0.2%
FWM
4480
FSA Wealth Management
Massachusetts
$2.24M -$85.6K -197 -4%
AIM
4481
Aigen Investment Management
New York
$2.24M -$261K -602 -12%
WWM
4482
Whalen Wealth Management
Nevada
$2.24M +$828K +1,907 +74%
CGF
4483
Constant Guidance Financial
Massachusetts
$2.23M -$315K -725 -14%
CWA
4484
Continuum Wealth Advisors
New York
$2.23M +$49.9K +115 +3%
EP
4485
Essential Planning
New Hampshire
$2.23M
FIA
4486
FNY Investment Advisers
New York
$2.23M -$941K -2,166 -33%
MWA
4487
Muirfield Wealth Advisors
North Carolina
$2.23M +$13.5K +31 +0.7%
RPA
4488
Rock Point Advisors
Vermont
$2.22M +$86.9K +200 +5%
MCC
4489
Malaga Cove Capital
California
$2.22M -$902K -2,078 -32%
BAM
4490
Bayshore Asset Management
Florida
$2.22M -$11.7K -27 -0.6%
SFP
4491
Strategic Financial Partners
Oregon
$2.22M -$10.9K -25 -0.6%
KFS
4492
Kelly Financial Services
Massachusetts
$2.22M +$16.9K +39 +0.9%
HAM
4493
Hickory Asset Management
Ohio
$2.21M -$434 -1 -0%
UOC
4494
UBS O'Connor
Illinois
$2.21M -$150K -345 -7%
BFA
4495
Blueprint Financial Advisors
North Carolina
$2.21M +$1.93M +4,448 New
MAM
4496
Marotta Asset Management
Virginia
$2.2M -$190K -437 -9%
AWA
4497
Archvest Wealth Advisors
California
$2.2M +$51.2K +118 +3%
AFM
4498
Armstrong Fleming & Moore
District of Columbia
$2.2M +$1.5M +3,443 +352%
EFG
4499
Elios Financial Group
Ohio
$2.2M -$24.3K -56 -1%
AIP
4500
Alexis Investment Partners
Texas
$2.19M -$24.3K -56 -1%

MSFT Hedge Fund Activity: Q2 2025 in Review

5,814 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2025, worth a combined $2.69T — up 33% from $2.02T a quarter earlier.

Buyers outnumbered sellers: 237 funds opened new MSFT positions and 107 closed out — a net gain of 130 holders — while 2,576 added to existing stakes and 2,610 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $7.36B. The largest seller was UBS AM, cutting an estimated $22.7B.

  • 5,814 institutional investors held Microsoft (MSFT) as of Q2 2025, up from 5,764 in Q1 2025.
  • Funds reported $2.69T of Microsoft stock for Q2 2025, up 33% quarter-over-quarter.
  • 237 funds opened new Microsoft positions in Q2 2025 and 107 closed out, a net change of +130 holders.
  • The largest Microsoft buyer in Q2 2025 was Broadwater Capital, an estimated $7.36B added.
  • The largest Microsoft seller in Q2 2025 was UBS AM, an estimated $22.7B sold.

Based on aggregated 13F filings for Q2 2025.